Position in PNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$296,201
+$72,506 QoQ
Shares Held
1,203
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,531
of 2,034 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Advisor OS, LLC holds $2,837,320 across 9 Banks - Regional names. PNC ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
13,033 | $787,191 | |
| 2 | BHB |
Bar Harbor Bankshares
|
9,325 | $352,112 | |
| 3 | BOH |
Bank Of Hawaii Corp
|
3,851 | $313,817 | |
| 4 | FITB |
Fifth Third Bancorp
|
5,294 | $298,421 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
This page
|
1,203 | $296,201 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,101 | $287,354 | |
| 7 | RF |
Regions Financial Corp
|
7,567 | $228,522 | |
| 8 | 2,746 | $209,848 |
All Filings in PNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,201 | 1,203 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $223,695 | 1,075 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||